Practice Management ServicesFor Financial Advisors

At Infinity, our financial advisors have access to state-of-the-art technology and practice management systems, and we help you develop your own client base with our expert advice, assistance, and training. We can also help you locate and secure executive office space. And, while other broker-dealers may offer little to no marketing support, you will be able to leverage our established and respected brand name and market presence.

Our goal is to help you do the business you want as flexibly as possible, within the framework of our Compliance Policies and regulatory requirements. We will provide timely review of content you submit for compliance approval and will work closely with you to help ensure that your materials are both compliant and effective. The Infinity Intranet contains all the forms and documents you will need to conduct business and maintain your licenses with Infinity Financial Services.

TECHNOLOGY

Infinity uses cutting-edge technology to enhance its ability to research investments and provide exceptional client service. Here are just some of the robust services and technologies you’ll be able to use:

Morningstar®

A leading provider of independent investment research that will help you analyze a client’s holdings and plan for their future investing.

Finance Logix®

A real-time, online service that consolidates, summarizes and analyzes a client’s entire financial picture.

Laserfiche®

Enterprise content management systems that create a user-friendly, standardized system for managing client information, company records, correspondence (even email) in a way that’s convenient, comprehensive and compliant.

Most trusted and widely-used company that provides electronic signature technology and Digital Transaction Management services for facilitating electronic exchanges of contracts and signed documents.

Redtail

A web-based, full-featured, and easy-to-use client management solution designed specifically for financial professionals.

Orion

An integrated portfolio accounting system that helps you manage all of your client accounts more efficiently. All IFS Advisory Accounts use Orion for CRM accounting, rebalancing services, and custodial trade order management.

The premier e-forms provider in the financial services industry, which creates highly-integrated solutions that combine state-of-the-art forms-filling technology with its massive library of industry related forms.

Veo®

Offered by TD Ameritrade Institutional, this powerful account management and trading platform is designed specifically for advisors, based on feedback from advisors.

OPEN ARCHITECTURE PLATFORM

Infinity is dedicated to offering advisors a flexible, open-architecture suite of fee- and commission-based investment and risk management services. You won’t have to sell proprietary investments – we don’t offer them. You may affiliate with a third-party insurance brokerage general agent to implement your annuity, life, and long-term care insurance strategies. Contact us at [email protected] for more information on investments.

Infinity Financial Services

Infinity Financial Services is a Registered Investment Advisor and a member of both the Financial Industry Regulatory Authority (FINRA®) and the Securities Investor Protection Corporation (SIPC). Infinity Financial Services does not conduct investment advisory or securities business in states that are not currently registered. For a list of current state registrations, call 888-888-5321.